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New Voice
Oct 22, 2024 3:51 AM UTC
Solved

Downgrade to Free account - access to old documents via User emails

We are looking to Downgrade our Business Pro account to the free account prior to the subscription expiry. I know we don’t lose access to documents already held.  However, there is only one account number and 8 users with email addresses. What does the history stay under?

Docusign Employee
Nov 6, 2024 11:01 PM UTC

Hi @Sharon C,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

5 replies

Robert Jackson
Rising Star
Rising Star
Oct 22, 2024 2:03 PM UTC

If you check in the settings do you see the option for Envelope Transfer.  This can be used to move all the envelopes to another user and keep that user on your free account.

 

Robert

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Helping the wider community work better with DocuSign - Contact robert@icit.co.uk for more information
Sharon CNew VoiceAuthor
New Voice
Oct 22, 2024 11:41 PM UTC

Hi Robert, there is no option for envelope transfer.  

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Docusign Employee
Nov 6, 2024 11:01 PM UTC

Hi @Sharon C,

I hope you are doing well.

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Translate
Sharon CNew VoiceAuthor
New Voice
Nov 11, 2024 2:38 AM UTC

HI Christopher, I’m all good now.  Matter has been resolved under Case no: 14361858

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Docusign Employee
Nov 11, 2024 7:47 PM UTC

Hi @Sharon C,

Glad to hear that, have a great day.

 

Best regards,

 Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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